We have other current jobs related to this field that you can find below
-
Client Services Associate
4 days ago
Grand Rapids, United States Stonebridge Financial Partners LLC Full timeOur Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...
-
Client Services Associate
7 days ago
Grand Rapids, United States Stonebridge Financial Partners, LLC Full timeOur FirmStonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...
-
Client Services Associate
7 days ago
Grand Rapids, United States Stonebridge Financial Partners, LLC Full timeOur FirmStonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...
-
Client Services Associate
17 hours ago
Grand Rapids, Michigan, United States Xtend Inc Full timePOSITION OVERVIEW The Client Services Associate (CSA) is responsible for providing daily assistance to credit union members and callers through both inbound and outbound services. The CSA ensures that requests are managed efficiently and effectively. This role necessitates thorough documentation when relaying requests to the credit union via account tracking...
-
Client Associate
2 months ago
Grand Rapids, United States Gallagher Full timeIntroduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
-
Client Services Associate
6 days ago
Cedar Rapids, United States Horizons Full time$750 SIGN-ON BONUS! Are you passionate about making a difference in the lives of others? As a Full Time Client Services Associate at Horizons, A Family Service Alliance in Cedar Rapids, IA, you will have the opportunity to directly impact individuals and families in need. Working onsite, you will provide support, resources, and guidance to those seeking...
-
Client Services Associate
2 weeks ago
Cedar Rapids, United States Horizons, A Family Service Alliance Full time $14 - $16Job DescriptionJob Description$750 SIGN-ON BONUS!Are you passionate about making a difference in the lives of others? As a Full Time Client Services Associate at Horizons, A Family Service Alliance in Cedar Rapids, IA, you will have the opportunity to directly impact individuals and families in need. Working onsite, you will provide support, resources, and...
-
Client Relations Associate
6 days ago
Grand Rapids, Michigan, United States Circle K Stores, Inc. Full timePosition OverviewWe are seeking a dedicated Client Relations Associate to enhance our customer service experience. This role is essential in ensuring customer satisfaction and fostering a positive environment.Key ResponsibilitiesProvide exceptional support to customers through various channels.Assist in resolving inquiries and issues efficiently.Maintain a...
-
Client Service Associate
3 weeks ago
Cedar Rapids, United States Cedar Rapids Bank & Trust Full timeCRBT is looking for a Client Service Associate in our Private Banking Department to join our team. The key attributes of this position are providing clients with information about the Banks' products and services, open accounts and process transactions. Performs administrative work for Private Banking officers, including client service and general...
-
Client Services Coordinator
5 days ago
Grand Rapids, Michigan, United States Douglas J Aveda Institutes & Salons Full timePosition OverviewCompany Overview:Douglas J Aveda Institutes & Salons is a leader in the fields of Cosmetology, Esthiology, and Barbering Education. Our facilities provide a sophisticated salon environment, recognizing that hands-on experience with real clients is essential for mastering the skills needed for success in professional salons and spas. As part...
-
Field Service Technician
2 weeks ago
Grand Rapids, Michigan, United States Client Full timeField Service Technician (Industry Training) $25 - $35 an hour + Training + Progression + Local Patch + Port to Port + Overtime (1.5x) + Full Medical + 401(k) + Benefits Field based, ideally located Grand Rapids, Lansing, Kalamazoo, Three Rivers, MichiganAre you a Field Service Technician with electrical or mechanical skills looking to gain full training in...
-
Manager of Client Accounting Services
17 hours ago
Grand Rapids, Michigan, United States Jobot Full timeClient Accounting Services Manager at a Leading CPA FirmOverview:This position is hosted by Jobot and is focused on a vital role within our organization. The salary range for this position is between $90,000 and $120,000 annually.About Us:We are dedicated to the communities we serve, placing great importance on the well-being of our team and the success of...
-
Field Service Technician
2 weeks ago
Grand Rapids, United States Client Full timeField Service Technician (Industry Training) $25 - $35 an hour + Training + Progression + Local Patch + Port to Port + Overtime (1.5x) + Full Medical + 401(k) + Benefits Field based, ideally located Grand Rapids, Lansing, Kalamazoo, Three Rivers, MichiganAre you a Field Service Technician with electrical or mechanical skills looking to gain full training in...
-
Client Service Specialist
4 days ago
Grand Rapids, United States Park State Bank Full timeDescription:POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...
-
Environmental Services Associate
6 days ago
Grand Rapids, Michigan, United States Mission Point Healthcare Services Full timePosition OverviewMISSION POINT HEALTHCARE SERVICESCommitment to Quality Care. Every Life. Every Moment. Every Day.Join Our TeamAre you a dedicated and service-oriented individual seeking to contribute to a caring organization within your community? The Environmental Services Associate position may be an excellent opportunity for you. Become a vital part of...
-
Client Services Specialist
1 month ago
Grand Rapids, United States Stenger & Stenger PC Full timeJob DescriptionJob DescriptionStenger & Stenger, PC., is a growing prominent law firm located in Grand Rapids since 1994. As part of our exciting growth plan, we are looking for a Client Services Specialist. We are looking for an independent worker who is self-motivated, professional, with great attention to detail and strong communication skills to join our...
-
Client Services Specialist
3 weeks ago
Grand Rapids, United States Stenger & Stenger PC Full timeJob DescriptionJob DescriptionStenger & Stenger, PC., is a growing prominent law firm located in Grand Rapids since 1994. As part of our exciting growth plan, we are looking for a Client Services Specialist. We are looking for an independent worker who is self-motivated, professional, with great attention to detail and strong communication skills to join our...
-
Client Service Representative
1 month ago
Grand Rapids, United States CU*Answers Full timeJob DescriptionJob DescriptionDescription:POSITION SUMMARYThe Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries.ESSENTIAL JOB...
-
Client Services Associate
3 months ago
Cedar Rapids, United States Mediacom Communications Full timePosition: Client Services AssociateWho we are: Since 1995, Mediacom Communications has become a coast-to-coast presence with operations in 22 states and a team exceeding 4,000 people with the mission of bridging the digital divide between America’s major cities and America’s smaller regions. The services we offer—faster, more reliable internet...
-
Client Relations Coordinator
5 days ago
Grand Rapids, Michigan, United States Mattson Financial Services Full timeJob OverviewWe are seeking a dedicated Client Relations Coordinator to join our esteemed financial services firm, Mattson Financial Services. This position is ideal for individuals looking to take on new responsibilities in a supportive and dynamic environment.What We Offer:Generous Paid Time Off401k Retirement PlanComprehensive Health InsuranceIncentives...
![Creative Financial Staffing](https://media.trabajo.org/img/noimg.jpg)
Client Services Associate
2 months ago
CFS has partnered with a growing wealth management company that's looking to hire a Client Services Associate. Our client helps individuals and families find financial freedom, use their wealth on purpose, and leave a legacy. The ideal candidate will have strong written and oral communication skills, enjoys working with new people and must be highly organized. This positions offers a ton of growth and autonomy and will allow you to have a very hybrid/remote schedule.
Client Services Associate Responsibilities:
- Schedule Management: Organize and maintain schedules for the President, including scheduling meetings with clients and professional partners.
- Client Communications: Handle client intake calls and emails. Document client communications. Prepare, proofread and disseminate project related to documents and reports. Follow Up on tasks and projects.
- Workflow Managements: Maintain a clear understanding of current projects, including objectives, timelines, and key deliverables. Organize and prioritize tasks to ensure that projects progress smoothly and deadlines are met. Create and maintain tasks and workflow documentation, including tracking spreadsheets and notes.
- Meeting Support: Prepare meeting notes, track action items, and collaborate with company president to organize and focus meetings. Document meeting minutes.
- Practice Management: Complete general administrative tasks, such as filing, document management and office organization. Prepare reports to assist in strategic plan of practice.
Client Services Associate Education & Requirements:
- Bachelors Degree (preferred)
- 2-4 years of relevant experience
- Proven experience in project management or executive support roles
- Experience in customer facing roles
- Proficient in Microsoft Word, Excel and PowerPoint.
- Excellent organizational and time management skills
#LI-MY1
#INJUN2024
#ZRCFS